What is Oracle Smart View?

Oracle Smart View

Smart View is a comprehensive tool for accessing and integrating Oracle Enterprise Performance Management (EPM) and Business Intelligence (BI) content from Microsoft Office products. Using Smart View, you can view, import, update, distribute, and circulate data in Microsoft Excel, Word, Outlook, and PowerPoint.

Oracle Smart View Capabilities include:

• Full ad hoc and free-form analysis capabilities for Oracle Hyperion Financial Management (HFM) , Oracle Essbase , Oracle Hyperion Planning , and Oracle Business Intelligence Enterprise Edition (OBIEE)
• Full ad hoc and free-form analysis capabilities for Oracle EPM Cloud data sources, including Oracle Planning and Budgeting Cloud (EPM Planning Cloud) , Oracle Financial Consolidation and Close Cloud (FCCS) , and Oracle Tax Reporting Cloud
• Data access from Relational or multidimensional sources
• An alternative, Office-based interface for leveraging EPM on-premise and cloud product data entry forms
• Ability to create data perspectives for users called Smart Slices
• Ability to dynamically refresh EPM and BI data across Office documents with a single click
• Ability to perform selective, multi-page import of Oracle HFM documents
• Point of View (POV) search for efficient, context-based searching
• Support for highly-formatted grids in Microsoft Excel
• Ad hoc or Free-form Analysis for EPM and BI data in Office

Smart View is ideal for users requiring an integrated environment with their data:

Predefined Form Interaction - EPM application users that execute predefined input/reporting forms find Smart View a convenient way of completing tasks within the Office environment. These users would be planners or consolidators who want to work in the Excel environment either for consistent experience compared to the web application or to tie other spreadsheet-based models into their process.

Reporting - this is another dimension of Smart View usage which leverages the capabilities of EPM data retrieves. Once the data is available within Office, users can create reports as needed based on a combination of data sources.

Access to Pre-Created Content - another area of use is for importing pre-created content such as charts or grids from Oracle Hyperion Financial Reporting and OBIEE to PowerPoint, Word, or Excel. The imported content can be refreshed from the Office environment.

Smart View provides a common Microsoft Office interface for the following Oracle Cloud and Oracle Analytics Cloud data sources:

• Planning
• Planning Modules
• Narrative Reporting
• Financial Consolidation and Close
• Oracle Hyperion Profitability and Cost Management
• Strategic Modeling (requires the Strategic Modeling extension)
• Tax Reporting
• Oracle Analytics Cloud
• Oracle Analytics Cloud - Essbase

Smart View provides a common Microsoft Office interface for the following Oracle on-premise data sources:

• Oracle Essbase
• Oracle Hyperion Financial Management
• Oracle Hyperion Planning
• Oracle Hyperion Enterprise Performance Management Workspace
• Oracle Hyperion Reporting and Analysis Includes Financial Reporting (requires the Financial Reporting extension for Smart View), Oracle Hyperion Interactive Reporting, Oracle Hyperion SQR Production Reporting, and Oracle Hyperion Web Analysis
• Oracle Hyperion Strategic Finance (requires the Strategic Finance extension)
• Profitability and Cost Management
• Disclosure Management (requires the Disclosure Management extension)
• Oracle Hyperion Financial Data Quality Management, Enterprise Edition
• Oracle Business Intelligence Enterprise Edition

As an Oracle Gold and Oracle Cloud Partner, MindStream has a team of experts with over a decade of experience in the EPM/BI/Analytics space. We are proud to say that our team has a blend of business and technical experience, which is important for strategic solutions. By keeping pace with today's technology advancements, our consultants help companies understand how to proactively manage performance by using the data that drives your business, tracking and reporting on financial performance, and leveraging analytics for deeper insights and competitive advantage

 

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